See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,924 | $105,860-55.7% | $90,749-48.3% | $134,475-65.1% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -10.82% | -11.01%+0.2pp | -12.16%+1.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,001 | $3,462-71.1% | $2,921-65.7% | $4,740-78.9% |
| Participant deferral / active EE | $2,321 | $5,216-55.5% | $4,564-49.1% | $6,400-63.7% |
| Admin fee / account holder | $24,949 | $13,938+79.0% | $8,445+195.4% | $11,426+118.4% |